Are you up on the latest trends in the finance industry? Join this eye-opening conversation with host Doug Heikkinen and guest, David Lau, founder and CEO of DPL Financial Partners. In this episode about top industry trends, they discuss how clients’ view of planning has shifted, why that’s turning advisors’ value propositions upside down, and … Continue reading Episode 18 –  Top Trends That Are Reshaping the Finance Industry — With David Lau →